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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,212 | $136,860-76.5% | $120,344-73.2% | $154,746-79.2% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 11.89% | 21.38%-9.5pp | 20.30%-8.4pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,304 | $3,533-63.1% | $3,020-56.8% | $4,379-70.2% |
| Participant deferral / active EE | $1,589 | $5,793-72.6% | $5,135-69.1% | $6,730-76.4% |
| Admin fee / account holder | $17 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |